Home $ Resources $ Download: Operational Improvement A PE Roadmap to ERP

Operational Improvement:
A PE Roadmap to ERP

Critical insights for Operations Groups to understand such as when during the deal cycle NetSuite should be considered to maximize operational improvement for Portcos. Based on 16+ PE-backed Enterprise Resource Planning Diligence projects completed during 2018.

corsearch team case study

“In the deal flow,
when should you focus on ERP?”

Download our Article:

The Private Equity industry is crowded, with most PE groups focusing on operational improvement using tailored tools and strategies for differentiation. But, what’s the one tool that’s sure to boost operational improvement for both the PE firm and their Portcos, while offering ample flexibility for differentiation in your value proposition?

We’ve gathered our insights from our 2018 Private Equity backed projects involving Enterprise Resource Planning software, to provide Operations Groups the absolute essential points on effectively leveraging an ERP system for operational improvement.

What the operations group needs to know:

When the PE team should really focus on ERP
The list of PE operational improvement areas assisted by NetSuite features
Common problems for PE to avoid when implementing ERP
The checklist of when to identify ERP opportunity
How to engage with a technology partner/integrator

A tad about Trajectory Group

Trajectory is a Private Equity ERP Diligence Partner. We specialize in NetSuite implementations, optimizations, integrations and rescues. Our focus on NetSuite ERP allows for tailored, hassle-free service delivery and the ability to engage before or after acquisition.

Trajectory Group

YOUR JOURNEY STARTS HERE

Take control of your company’s path to success.
Set new goals, keep moving.

Blog

INSIGHTS

#

Recent

$

Older

$

Older

NetSuite OneWorld: An Admin Guide

NetSuite OneWorld: An Admin Guide

Operating an international business is a substantial challenge. To encourage customer growth, NetSuite introduced OneWorld, an addition to the cloud-based ERP system.

read more
NetSuite Manufacturing Module

NetSuite Manufacturing Module

The NetSuite Manufacturing module allows your team to have operations management, inventory control, work orders, and production planning in one easy-to-use system.

read more
Successful NetSuite Integration Guide

Successful NetSuite Integration Guide

NetSuite ERP is not a magical all-in-one IT replacement solution. Good News: developers at Oracle built flexible code to integrate with your existing business-critical apps to plug-in with ERP.

read more
7 Ways to Find NetSuite Support

7 Ways to Find NetSuite Support

Contacting NetSuite Support is one way to resolve problems or get answers to day-to-day questions. However, it’s not the only way to get help when you find yourself stuck.

read more
NetSuite Time Tracking Made Easy

NetSuite Time Tracking Made Easy

If time entries are billable to the customers, some organizations choose to have an approval process as an additional step, and as users, we prefer that this system to be as friendly as possible.

read more
Boring Meetings? Stop wasting your teams’ time

Boring Meetings? Stop wasting your teams’ time

You can only snooze so many times before starting your day later than you should – it’s now 6am and it’s gone time! First thing’s first, you grab your phone and look over your feeds; news, social media, and calendar.

read more
Big Bang vs Phased ERP Implementation Strategies!

Big Bang vs Phased ERP Implementation Strategies!

You have finally come across an article that explains the ins and outs of Big Bang vs. Phased ERP Implementation process. Chances are, you’re about to start a big software project, and aren’t quite sure of your implementation strategy.

read more